Category Archives: Product Blog

The importance of simplifying your CRM

The importance of simplifying your CRM

One of the keys to a successful adoption of a CRM system (or any business apps) is to keep the system simple & easy for the entire company to use. While the design of the tool itself has much to do with simplicity, so does the way you use the tool, and the way you …Read more

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Yahoo Users, Please Read

Yahoo Users, Please Read

If you use a @yahoo.com email in the “from” address of all your outgoing emails from Apptivo, then your emails may not have been delivered. On April 4th, Yahoo made some changes to their authentication policy regarding people sending from @yahoo.com email addresses. This change was put in place to protect Yahoo users from sending …Read more

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Projects Management Version 5.0 is Now Available!

Projects Management Version 5.0 is Now Available!

Are you ready for the next generation of integrated online project management? Last night we unleashed Projects App V5.0, which includes a ton of great new enhancements. Below we’ll provide a high level breakdown of every change involved, and show you the steps to follow to upgrade your existing projects to use task dependencies. Stay …Read more

Posted in Blog, Product Blog, Projects
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April 26th Apptivo Upgrade – Projects V5 is Coming in 24 Hours!

April 26th Apptivo Upgrade – Projects V5 is Coming in 24 Hours!

This weekend we performed another major update to Apptivo. We’ve released various enhancements & changes, but the focus of this update is our new online project management system. In the next 24 hours our team will be making the new Projects App V5.0 available to all Apptivo customers. This new upgrade comes with tons of …Read more

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Security Notice: Apptivo Users Safe From Heartbleed Bug

Security Notice: Apptivo Users Safe From Heartbleed Bug

Apptivo is not affected by recently discovered “Heartbleed Bug” which you may have heard about. What is the Heartbleed Bug? On April 7, 2014, security researchers announced a recently-discovered vulnerability called Heartbleed. By exploiting this vulnerability, attackers could access sensitive data, compromising the security of the server and its users. Apptivo is aware of the …Read more

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Case Study: Professional Services With Apptivo & Google Apps (PB Legal Services)

Case Study: Professional Services With Apptivo & Google Apps (PB Legal Services)

PB Legal Services is a professional legal services company located in Thailand. PB Legal Services focuses on delivering clear, logical advice that provides their customers with confidence. They place an emphasis on top quality customer service that is organized, friendly, and informative. PB Legal Services offers both business & personal legal services including: Work permits Visa …Read more

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Homepage Version 5.0 Released! Introducing My Agenda

Homepage Version 5.0 Released!  Introducing My Agenda

This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available …Read more

Posted in Blog, Future Plans, Global, Product Blog, Product Updates, Upcoming Releases
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Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

Apptivo CRM Structure – Contacts vs Customers & Leads vs Opportunities

In Apptivo, our CRM applications are truly the heart of the Apptivo platform. The CRM is used by everybody to some extent, even those who only plan on using Apptivo for basic invoicing, or project management. Because of this, some of the most common questions resolve around “What is a customer?”, “What is a contact”?, …Read more

Posted in Blog, Contacts, Customers, Leads, Opportunities, Product Blog
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Apptivo Project Management Wins Smart Choice Award!

Apptivo Project Management Wins Smart Choice Award!

We’re pleased to announce that Apptivo’s Projects App has captured a “Smart Choice” award from FindTheBest.com. After combining reviews from several professional sources, they produced a score of 95 out of a total 100 points! We’d like to send out our thanks to everyone who has been a part of the Apptivo community over the …Read more

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Integrate Your Website With Apptivo’s New REST API

Integrate Your Website With Apptivo’s New REST API

For a while now, Apptivo has allowed customers to integrate their website, or other outside applications using our API. We’re happy to announce a new REST API, which is not only more powerful, but also simpler to implement. While the existing SOAP API allowed for many useful functions, such as placing a form on your …Read more

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